Wealthquest’s Caterpillar CAT Stock Holding History

Wealthquest’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$211K	Buy
2021 Q2	–	Sell
2021 Q1	$246K	Buy
2019 Q4	$225K	Buy
2019 Q3	–	Sell
2019 Q2	$204K	Hold
2019 Q1	$203K	Sell
2018 Q4	$210K	Buy